Adding a Preventive Maintenance Library Procedure

Modified on Fri, Jan 3 at 11:24 AM

Preventive Maintenance Libraries


Your Preventive Maintenance Library is where you can view, add, or edit your pre-existing Preventive Maintenance procedures that you can select when creating PM job


This article describes how to add one of these Procedure templates to your Preventive Maintenance Library.


Setting Up the PM Library Feature

  1. From the left sidebar, select Configuration.
  2. From the left sidebar again, select Site.
  3. Select Maintenance from the left menu.
  4. Make sure the PM Library checkbox is selected.



Adding a Preventive Maintenance Procedure

  1. From the left sidebar, select Configuration.
  2. From the left sidebar, select Libraries and then Preventive Maintenance.
  3. Select New Preventive Maintenance Library.
  4. Fill out the Procedure Header.
  5. Add the Task associated with the Procedure
  6. Select Save & Add Another or Save.


Below is how to navigate through the PM Library module:




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